Salesforce integration overview

One important group of people that you should listen to when deciding how to improve your product are your potential customers. Your prospects have some great ideas for your product, and listening to them might be what converts them into paying customers.

Our Salesforce integration enables your Sales team to see any progress you make on prospect requests, and allows your Product team to see what your prospects want.

In Receptive, you can easily report on Salesforce contact and opportunity requests and follow up with prospects as their requests are updated and released.

In Salesforce, you can see Receptive requests that are linked to contacts and opportunities without having to leave Salesforce.

Use Cases

Link a request to a contact or opportunity in Salesforce:

You can add a custom section to your "Contact" or "Opportunity" layout in Salesforce. This enables you to add one of your contacts or opportunities to a new or existing Receptive request. This makes it much easier for your Sales team to link prospects to existing feedback, or to send prospect demand to Receptive, without ever having to leave Salesforce.

Link Salesforce contacts to a request in Receptive:

You can add a Salesforce contact to a request in Receptive, in the same way you'd add a Receptive user. In just a few clicks you can add prospects from Salesforce to requests in Receptive, providing even more data for your Product team to work with.

Report on what your prospects want:

Our Prospect SmartList enables you to understand what your prospects want the most, and uses data from any Salesforce contacts that have been added to Receptive. You can also include data from any Salesforce opportunities that are linked to Receptive requests.